Live Webinars
Featuring Wade D. Pfau, Ph.D., CFA, RICP®, this webinar examines how guaranteed lifetime withdrawal benefits can fit within a broader retirement income strategy—and why advisors…
Learning Objectives• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.• Evaluate whether assets should remain in an employer…
Learning Objectives• Determine the income-tax and additional-tax treatment of distributions from Traditional and Roth IRAs• Evaluate operational procedures for rollovers to and…
Learning Objectives• Classify beneficiaries under the post-SECURE Act framework.• Determine the applicable inherited-account distribution period using the owner’s date of death,…
Learning Objectives• Compare Traditional and Roth eligibility, funding, and tax-treatment rules.• Determine whether an IRA contribution is permitted, deductible, nondeductible,…